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Nearing Retirement?

A comfortable, secure and meaningful retirement is almost everyone’s goal. Your Charpentier Wealth Strategies financial advisor can help you plan for an income stream that covers both your essential and lifestyle expenses. Your advisor will also help you to reduce vulnerability from unexpected circumstances and help you leave the legacy you desire.

What are you waiting for? Call or email us to book your complimentary first meeting today.

Retirement topics to address with an advisor:

  • Retirement stages
  • Addressing your current employer savings and pension accounts – what to do now
  • Choosing and organizing your accounts
  • Optimizing your savings
  • Managing your investments
  • Defining your expectations
  • Retirement income and expenses
  • Common retirement risks

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